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Joe Alan Romkema

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.·EAST LANSING, Michigan
Clean recordHALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
3495 COOLIDGE, EAST LANSING, MI 48823CRD# 4617991Firm CRD# 124609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joe Alan Romkema · EAST LANSING, MI
Registration
CRD #4617991 · HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joe Alan Romkema is a registered financial advisor based in EAST LANSING, Michigan, affiliated with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
AUM
$51M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4617991
Firm CRD# 124609
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joe Alan Romkema offer?
Joe Alan Romkema specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST LANSING, Michigan for a consultation.
What are Joe Alan Romkema's credentials?
Joe Alan Romkema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joe Alan Romkema located?
Joe Alan Romkema is based in EAST LANSING, Michigan, working with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the EAST LANSING metropolitan area and surrounding communities.
How does Joe Alan Romkema charge for services?
Joe Alan Romkema's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.?
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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